Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-44.6K- 2.36% |
$1.42M - $1.67M
|
1.84M
$75M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-46.1K- 1.85% |
$1.47M - $1.72M
|
2.45M
$99.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-55.5K- 4.04% |
$1.77M - $2.08M
|
1.32M
$53.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-70.6K- 4.27% |
$2.25M - $2.64M
|
1.58M
$64.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-71.1K- 1.64% |
$2.26M - $2.66M
|
4.25M
$173M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-80.1K- 0.72% |
$2.55M - $3M
|
11.1M
$450M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-95K- 90.4% |
$3.02M - $3.55M
|
10.1K
$410K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-96.4K- 43.22% |
$3.07M - $3.6M
|
127K
$5.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-101K- 2.8% |
$3.21M - $3.77M
|
3.49M
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-103K- 14.36% |
$3.27M - $3.84M
|
613K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-136K- 1.96% |
$4.33M - $5.08M
|
6.79M
$276M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-154K- 58.72% |
$4.9M - $5.76M
|
108K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-178K- 1.22% |
$5.65M - $6.64M
|
14.4M
$584M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-217K- 24.97% |
$6.91M - $8.12M
|
652K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-291K- 36.42% |
$9.27M - $10.9M
|
508K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-546K- 25.49% |
$17.4M - $20.4M
|
1.6M
$64.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.42M- 95.72% |
$205M - $240M
|
287K
$11.7M
|